Retail Back Office: Refund Reports

Retail Back Office: Refund Reports


Navigation: Log into the Back Office for your Store, then select Reports > Refund.

The Refund Reports page displays a Store's Refund activity, based upon your selections.

  1.  Select from the following fields:

    1. Employee: Select from the list of employees who set the till.


    2. Payment Option: Select how to filter - By Payment Name or By Payment Type.



      1. By Payment Name: The Payment Type dropdown appears. Select the Payment Name.


      2. By Payment Type: The Payment Type dropdown appears. Select the Payment Type, such as Cash, Gift Card, Credit Card (or All types).


  2. Select the Time Period.

  3. Click Apply. The below table is populated with data based on your selections, and contains the following columns:

    1. Date: The date the refund was issued (format based on application settings).
    2. Receipt #: The number of the Refund Receipt.
    3. Reason: The reason for the refund.
    4. Device: The device name from which this refund took place.
    5. Refund Item: The name of the refunded item.
    6. Quantity: The quantity of the Refund Item to be refunded.
    7. Refund By: The user who refunded this receipt.
    8. Payment Name: The name of the payment type.
    9. Net Sales: Gross revenue minus applicable sales returns, allowances, and discounts.
    10. Refund Tax: The tax for refund.
    11. Total Amount: The sum of Net Sales + Refund Tax.
    12. Total: The sum of values for the Net Sales, Refund Tax, and Total Amount columns.